SWA
Sax Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+562
| New | +$217K | 0.01% | 400 |
|
|
2024
Q4 | – | Sell |
-505
| Closed | -$261K | – | 329 |
|
|
2024
Q3 | $261K | Buy |
505
+110
| +28% | +$57K | 0.02% | 238 |
|
|
2024
Q2 | $219K | Buy |
+395
| New | +$219K | 0.02% | 254 |
|
|
2024
Q1 | – | Sell |
-363
| Closed | -$217K | – | 193 |
|
|
2023
Q4 | $217K | Buy |
+363
| New | +$217K | 0.04% | 177 |
|
|
2022
Q2 | – | Sell |
-1,239
| Closed | -$565K | – | 166 |
|
|
2022
Q1 | $565K | Hold |
1,239
| – | – | 0.14% | 97 |
|
|
2021
Q4 | $703K | Hold |
1,239
| – | – | 0.15% | 89 |
|
|
2021
Q3 | $713K | Hold |
1,239
| – | – | 0.17% | 80 |
|
|
2021
Q2 | $726K | Hold |
1,239
| – | – | 0.25% | 72 |
|
|
2021
Q1 | $589K | Buy |
1,239
+240
| +24% | +$114K | 0.22% | 85 |
|
|
2020
Q4 | $500K | Buy |
+999
| New | +$500K | 0.23% | 76 |
|